See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,729 | $73,933+43.0% | $96,683+9.4% | $75,163+40.7% |
| Participation rate | 43.6% | 66.4%-22.8pp | 74.3%-30.8pp | 67.2%-23.6pp |
| Annual return | 12.01% | 26.70%-14.7pp | 35.69%-23.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,414 | $2,928-51.7% | $3,737-62.2% | $2,670-47.0% |
| Participant deferral / active EE | $4,697 | $3,659+28.4% | $4,878-3.7% | $4,125+13.9% |
| Admin fee / account holder | $12,079 | $5,216+131.6% | $6,730+79.5% | $5,651+113.8% |